The Best Individual Income Tax Update Course by Surgent (BITU)

Course Details

Date

Field of Study

Taxation

Course Number

SU0385

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Update

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience in individual tax planning

Description

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.

Highlights

Section 461 loss limitation rules and the ability to offset income

Revised home mortgage interest deduction

Treatment of state and local taxes

Virtual currency

Opportunity Zones

Education-related provisions

Depreciation changes

Rules on entertainment expenses, including meals

Doubling of estate and gift tax exemption to $22.8M for a married couple

Comprehensive coverage of the flagship item of tax reform, §199A and its alteration of pass-through taxation and planning

Review of pertinent cases and rulings affecting taxpayers

Practice aids, including all the numbers applicable for the current year -- inflation-adjusted amounts, mileage rates, retirement contributions, and more

The latest issues related to any other late-breaking tax law changes

Objectives

Understand strategies and tactics to use in light of tax reform

Understand the most current guidance on retirement planning

Understand how to nail down valuable deductions and other reductions to the tax base

Designed For

All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients